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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,548 | $227,633+39.5% | $189,597+67.5% | $167,553+89.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.26% | 78.45%-53.2pp | 64.20%-38.9pp | 478.89%-453.6pp |
| Employer contribution / active EE | $14,838 | $5,317+179.1% | $4,412+236.3% | $4,840+206.6% |
| Participant deferral / active EE | $15,926 | $7,003+127.4% | $6,174+157.9% | $6,343+151.1% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |